A global financial institution running a large-scale derivatives operation across multiple regions, asset classes, and regulatory environments.
This wasn't a greenfield transformation. It was a program under pressure.
The client was in the middle of migrating its global derivatives and collateral operations from an existing ASP service to a new platform—while simultaneously navigating evolving regulatory requirements. Complexity had built quickly:
- Fragmented processes across regions
- High-risk data migration requirements
- Misalignment between business, operations, and technology teams
- Growing delivery delays and execution risk
Most critically, the program had stalled. Key issues hadn't been fully identified, the path forward was unclear, and timelines were under threat.
All of this had to be resolved without disrupting live trading operations.
We were brought in to stabilize, refocus, and deliver.
- Uncovered root causes across data, platform migration, and process design
- Identified gaps in governance, ownership, and cross-team coordination
- Mapped interdependencies that were slowing delivery
This created, for the first time, a clear and shared view of what was actually broken.
- Defined a structured, end-to-end recovery roadmap ("Go-to-Green")
- Prioritized critical path activities to regain control of timelines
- Established clear accountability and milestones
The focus shifted from reacting to issues → driving a controlled path to delivery.
- Realigned teams around clear priorities and outcomes
- Introduced disciplined execution rhythms and tracking
- Closed gaps between technology, operations, and business stakeholders
This wasn't just coordination—it was restoring momentum and confidence.
- Managed a wide network of global stakeholders across functions and regions
- Strengthened decision-making forums and escalation paths
- Ensured alignment between leadership, delivery teams, and trading stakeholders
This enabled faster decisions and fewer delivery bottlenecks.
- Orchestrated the migration from the legacy ASP platform to the new solution
- Carefully sequenced data and process transitions
- Ensured zero disruption to trading floor operations
Execution had to be precise. There was no room for error.
The program didn't just recover—it delivered.
"We engaged the team at a critical point, where the program had become highly complex and was at risk of missing key milestones.
They quickly identified the full scope of issues — particularly around data migration, process gaps, and the transition from our existing ASP platform — and brought clarity where it was urgently needed.
Their Go-to-Green plan and ability to refocus the team were instrumental in getting the program back on track. Just as importantly, they strengthened governance and managed a broad stakeholder group without disrupting trading operations.
With their support, we successfully recovered the program, completed the migration, and delivered on schedule with a much stronger operational foundation."
Many firms can design transformation programs. Far fewer can recover them when they're already off track—without slowing the business down.
This engagement demonstrates the difference between planning for change and delivering it under real-world constraints:
- Live trading environments
- Regulatory pressure
- Global complexity
- And zero tolerance for disruption